See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,297 | $64,480+130.0% | $81,382+82.2% | $80,856+83.4% |
| Participation rate | 15.2% | 63.9%-48.7pp | 69.5%-54.3pp | 67.6%-52.5pp |
| Annual return | 14.29% | 16.34%-2.1pp | 24.73%-10.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $696 | $1,978-64.8% | $2,463-71.8% | $2,755-74.7% |
| Participant deferral / active EE | $1,198 | $3,094-61.3% | $3,883-69.1% | $4,296-72.1% |
| Admin fee / account holder | $6,108 | $5,671+7.7% | $5,768+5.9% | $6,918-11.7% |